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Bill Harrell
SouthWest Strategic Planners
Plan for a Better Future
William Harrell, CPA, provides a variety of attest and advisory services through the above entities, located in the Greater Phoenix, Arizona Metropolitan Area, as well as Tucson, AZ and throughout the state. He also practices in the states of New Mexico, Colorado, Texas, Illinois, Florida, and Georgia. Bill has over 37 years experience in public accounting, 30 of which were in ownership positions.
 
In 1983, Bill resigned his position as shareholder in a small local firm and established his own practice, eventually predecessor to the firm of Harrell & Company, Ltd. as the practice’s Managing Director, growing the firm from annual fees of $375,000 to in excess of $1,000,000. During this period, he became well known in the construction industry as one of the leading experts and gave frequent seminars and was requested to speak annually to the local Surety Association. In 1991, Bill engineered a successful merger with the large local firm of Gallant & Company, P.C., becoming its largest producer, serving as the practice’s Director of Marketing in 1992 and 1993. He resigned his position, at his sole discretion, at Gallant in 1997 upon the majority agreement of the shareholders to sell the practice to American Express.
 
Bill became aware via seminar in 2003 that a shift in the role of public accounting was beginning to take place, as the Sarbanes-Oxley Act of 2002 was about to strain the profit margins on both attest and tax compliance services. The future of the Profession lay in providing services requiring accounting expertise, yet performed in an ethical environment free from the stress on attest and tax net fee realization rates.
 
He was briefly introduced to the HWL product line, and unique approach. In 2004, he became a licensee and was given the United Kingdom’s recognition as an Accredited Strategic Planner (ASP). After a brief interlude, he is looking forward to the renewal of his relationship with HWL not only using his accounting talents in some facilitation engagements but his marketing expertise as a Sub-Distributor to demonstrate to his peers and others what their net financial gain can be, as well as the positive change they will experience in their personal lives.
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